AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.4M
3
+$17.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.3M
5
IAC icon
IAC Inc
IAC
+$15.8M

Top Sells

1
+$24.8M
2
+$17.6M
3
+$17.5M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$11.5M
5
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
+$9.46M

Sector Composition

1 Technology 11.6%
2 Industrials 11.59%
3 Financials 11.02%
4 Consumer Discretionary 9.14%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.24M 0.33%
533,232
+54,146
102
$7.06M 0.32%
67,994
+8,253
103
$7.06M 0.32%
106,212
+11,787
104
$7.03M 0.32%
57,286
+8,967
105
$6.93M 0.31%
+87,353
106
$6.9M 0.31%
80,943
+2,101
107
$6.84M 0.31%
12,632
+3,090
108
$6.8M 0.31%
85,831
+6,716
109
$6.77M 0.3%
240,416
+62,469
110
$6.71M 0.3%
123,334
-14,048
111
$6.5M 0.29%
82,832
+59
112
$6.49M 0.29%
56,944
-1,430
113
$6.44M 0.29%
+89,020
114
$6.42M 0.29%
47,366
+3,397
115
$6.11M 0.27%
249,639
+43,467
116
$6.08M 0.27%
38,899
+3,241
117
$6.06M 0.27%
116,880
+440
118
$6.03M 0.27%
123,443
+75,063
119
$6.02M 0.27%
160,565
+19,185
120
$5.95M 0.27%
74,111
+10,608
121
$5.92M 0.27%
212,384
-13,001
122
$5.88M 0.26%
317,760
+64,521
123
$5.83M 0.26%
112,790
+33,393
124
$5.8M 0.26%
610,400
+158,104
125
$5.77M 0.26%
91,504
+77,443
3 4
5
6 7